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Vishy Tirupattur: Debating the Outlook
Episode 1006
Morgan Stanley published its 2024 macroeconomic and investment outlooks last week after spirited debates among our economists and strategists. Three …
2 years, 6 months ago
Special Encore: Matt Cost: How AI Could Disrupt Gaming
Episode 1004
Original Release on November, 7th 2023: AI could help video game companies boost engagement and consumer spending, but could also introduce competiti…
2 years, 6 months ago
Special Encore: US Economy: What Generative AI Means for the Labor Market
Episode 1005
Original Release on November, 2nd 2023: Generative AI could transform the nature of work and boost productivity, but companies and governments will n…
2 years, 6 months ago
U.S. Consumer: Mixed Holiday Spending Expectations
Episode 1003
Third-quarter consumer spending was strong, but a growing gap between middle- and higher-income consumers may affect the holiday shopping season.
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2 years, 6 months ago
Ed Stanley: The Cutting Edge of AI
Episode 1002
The next phase in artificial intelligence could be “edge AI,” which lowers costs and improves security by embedding AI capabilities directly in smart…
2 years, 6 months ago
Ellen Zentner: 2024 U.S. Economic Outlook
Episode 1001
Our Chief U.S. Economist previews the key economic themes of 2024, including potential rate cuts, housing affordability, job growth and more.
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2 years, 6 months ago
Serena Tang: The Return of the 60/40 Portfolio
Episode 1000
After poor performance in 2022, a traditional 60/40 equity/bond portfolio could see an annual return around 8% over the next decade.
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2 years, 6 months ago
Special: What Should I Do With My Money?
Episode 999
If you're a listener to Thoughts on the Market you may be interested in another of our podcasts: What Should I Do With My Money?
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2 years, 6 months ago
Macro Economy: The 2024 Outlook Part 2
Episode 998
Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, curr…
2 years, 6 months ago
Macro Economy: The 2024 Outlook
Episode 997
As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategis…
2 years, 6 months ago